SPY vs STEN

SPY vs STEN
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Quick Verdict

SPY has a lower expense ratio. SPY delivered stronger 1-year returns. SPY offers more diversification with 505 holdings.

Lower Fees: SPYHigher Returns: SPYMore Diversified: SPY

Side-by-Side Comparison

MetricSPYSTENWinner
Expense Ratio0.09%0.50%
AUM$821.1B$40M
Dividend Yield1.01%0.17%
Holdings5058
YTD Return+13.47%+11.23%
1Y Return+20.57%+13.22%
3Y Return (annualized)+21.83%-
5Y Return (annualized)+12.88%-
Volatility (annualized)15.3%-
Max Drawdown-56.5%-6.2%
Fund FamilyState Street Investment ManagementiShares by BlackRock (US)
CategoryEquityAlternative
InceptionJan 22, 1993Sep 30, 2025

SPY vs STEN Performance

State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management and iShares Large Cap 10% Target Buffer Sep ETF (STEN) is a ETF from iShares by BlackRock (US). Over the past year SPY returned +20.57% while STEN returned +13.22%. Year to date, SPY is up 13.47% versus a gain of 11.23% for STEN.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.5% for SPY and -6.2% for STEN. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

SPY charges 0.09% per year while STEN charges 0.50%. On a $10,000 position that is $9 vs $50 annually, a gap of $41 per year that compounds over a long holding period. On income, SPY currently yields 1.01% against 0.17% for STEN.

Holdings Overlap

0.0%overlap

SPY and STEN share 0 holdings out of 506 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, SPY or STEN?

SPY has an expense ratio of 0.09% while STEN charges 0.50%. SPY is the cheaper option. On a $10,000 investment, that is $41 per year of difference.

Which performed better, SPY or STEN?

Over the past year SPY returned +20.57% vs +13.22% for STEN, so SPY leads on 1-year performance. Past performance does not guarantee future results.

What is the holdings overlap between SPY and STEN?

SPY and STEN share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.

Which pays a higher dividend, SPY or STEN?

SPY yields 1.01% while STEN yields 0.17%, so SPY currently pays the higher dividend yield.

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